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Apollo Global Management
APO

Overview Fund Activity

885 hedge funds and large institutions have $37.4B invested in Apollo Global Management in 2024 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 341 increasing their positions, 266 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
885
Holders Change
+49
Holders Change %
+5.86%
% of All Funds
12.83%
Holding in Top 10
36
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-25%
% of All Funds
0.52%
New
129
Increased
341
Reduced
266
Closed
69
Calls
$991M
Puts
$994M
Net Calls
-$3.72M
Net Calls Change
-$104M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$715M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.69B
3
UBS AM
UBS AM
Illinois
$358M
4
Capital Research Global Investors
Capital Research Global Investors
California
$533M
5
MMH
Menora Mivtachim Holdings
Israel
$133M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$759M
2
Marshall Wace
Marshall Wace
United Kingdom
$61.6M
3
ClearBridge Investments
ClearBridge Investments
New York
$787M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$720M
5
Select Equity Group
Select Equity Group
New York
$304M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
751
Lindbrook Capital
California
$147K +$11.5K +102 +8%
JFGIW
752
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$146K – – –
SWM
753
Spire Wealth Management
Virginia
$139K -$10.2K -91 -7%
A
754
Allianz
Germany
$135K +$135K +1,200 New
Jones Financial Companies
755
Jones Financial Companies
Missouri
$134K +$133K +1,183 +9,858%
CIA
756
Cape Investment Advisory
Georgia
$133K – – –
AAG
757
Armstrong Advisory Group
Massachusetts
$121K – – –
SWA
758
SOA Wealth Advisors
New York
$121K – – –
CAL
759
Capital Analysts LLC
Pennsylvania
$116K +$29.1K +259 +33%
HWA
760
Heritage Wealth Advisors
Virginia
$112K – – –
FFWM
761
Future Financial Wealth Management
Ohio
$112K +$112K +1,000 New
AA
762
AlphaCentric Advisors
Puerto Rico
$110K -$14.4K -128 -12%
WPWM
763
Western Pacific Wealth Management
Illinois
$110K +$2.92K +26 +3%
BCP
764
Blue Chip Partners
Michigan
$108K +$108K +962 New
GFL
765
Granite FO LLC
New Hampshire
$108K – – –
PFBT
766
Parkside Financial Bank & Trust
Missouri
$100K -$39.7K -353 -28%
SIS
767
Sound Income Strategies
Florida
$90.5K +$225 +2 +0.2%
MA
768
Montag & Associates
Georgia
$90K – – –
BWL
769
Bogart Wealth LLC
Virginia
$81.2K – – –
WT
770
Washington Trust
Rhode Island
$78.7K – – –
MWA
771
Moser Wealth Advisors
Washington
$76K – – –
WBC
772
Westpac Banking Corp
Australia
$73.5K +$17.3K +154 +31%
WTC
773
WhitTier Trust Company
Nevada
$73.2K -$2.59K -23 -3%
TC
774
Truvestments Capital
Florida
$71.4K +$337 +3 +0.5%
CFGS
775
Concourse Financial Group Securities
Alabama
$71K +$787 +7 +1%
29 30
31
32 33